Asia exhibits strong economic growth potential due to its burgeoning middle class, rising consumer spending, and increasing urbanisation. Asia's diverse and dynamic markets provide a wide range of investment opportunities across sectors such as technology, healthcare, and renewable energy, allowing investors to tap into high-growth industries and potentially achieve attractive returns on their investments.

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Why Asia is the investment sweet spot in physical AI

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Why Asia is the investment sweet spot in physical AI

19 Aug | Eric Lin , Jack Hsu

Physical AI represents the next phase of the AI revolution where intelligence moves ...

Factor narratives: Quality under pressure, but the investment case remains intact

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Factor narratives: Quality under pressure, but the ...

18 Aug | Ioannis Kampouris , Michael (Xiaochen) Sun

The quality factor recorded its weakest performance in 60 years in the first half of ...

Why the shift to edge AI favours Asia

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Why the shift to edge AI favours Asia

13 Aug | Eric Lin , Louis Cheng

From smartphones to smart factories, edge AI is growing rapidly, with Asia playing a ...

Why Asia is central to the AI server build out

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Why Asia is central to the AI server build out

29 Jul | Eric Lin , Ken Wong

AI server demand is supported by rising AI adoption, growing inference workloads and ...

Why invest in Asia Tech in the AI era?

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Why invest in Asia Tech in the AI era?

13 Jul | Eric Lin , Ken Wong

Asia tech has outperformed US tech from the point when the generative AI narrative ...

Why past tech cycles matter for AI investors

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Why past tech cycles matter for AI investors

09 Jul | Eric Lin , Ken Wong

Each technology cycle creates new leaders and investment opportunities, with the ...

Why Japanese equities still offer compelling opportunities

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Why Japanese equities still offer compelling opportunities

10 Jun | Ivailo Dikov , James Ying

While higher input costs may impact corporate earnings, Japan’s improved fiscal ...

Asia - Where AI is made

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Asia - Where AI is made

26 May | Terence YT Lim

AI is widely perceived as a software and chips revolution led by US. However, Asia ...

Assessing the sustainability of the current tech cycle

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Assessing the sustainability of the current tech cycle

21 May | Choon Keong Ong

AI capex is expected to remain elevated as hyperscalers are driven by first-mover ...

AI in Asia – Reality versus Opportunity

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AI in Asia – Reality versus Opportunity

19 May

AI is becoming a structural growth driver for Asia, anchored by data centre build outs ...